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Investor Presentation

Eicher Motors Investor Presentation: Key Takeaways

Q1 FY27 presentation highlighting Royal Enfield's ~85% mid-size segment market share and expansion into electric motorcycles with the Flying Flea C6.

Highlights
MarginsEmphasis on balancing growth and profitability.
Demand visibilityStrong domestic momentum with ~85% market share in Q1FY27.
Management confidenceHigh regarding mid-size dominance and global footprint.

Growth

FY26 International motorcycle revenue reached INR 3,288 Crs; Allied Business revenue hit INR 3,351 Crs.

Outlook

Strategic focus on ICE and EV balance; expansion through fourth manufacturing facility at Cheyyar, Tamil Nadu.

Risks

Historical volume impacts noted from pandemic and supply chain constraints during FY20-FY22 period.

Last quarter's promises, checked

Delivered

  • Guided 1.4M capacity by June/July 2026 → Delivered 1.4M + 500 module/day (= BEAT)
  • Guided launch of Flying Flea C6 in April 2026 → Delivered launch in Bangalore (= BEAT)
  • Guided VECV 100k unit sales for FY26 → Delivered 103,404 units (= BEAT)

Partly delivered

  • Guided 3-3.5% material cost impact → Partial mitigation via 1.75% price hike (= PARTIAL)
Source

Investor Presentation filed with NSE, NSE: EICHERMOT. Summary written with AI assistance from the document.

Read the document ↗

Eicher Motors Ltd: key numbers

Share price
₹7,360.00
Market cap
₹2,02,044 Cr
Revenue (annual)
₹23,408 Cr
Net profit (annual)
₹5,515 Cr
P/E (TTM)
35.0×Sector 33.6×
Promoter holding
49.02%-0.04% QoQ
FII holding
25.52%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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